Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,946 | $96,419+134.3% | $80,648+180.2% | $139,487+62.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1352.86%-1337.7pp | 937.21%-922.0pp | 373.84%-358.6pp |
| Employer contribution / active EE | $7,944 | $3,261+143.6% | $2,724+191.7% | $4,755+67.1% |
| Participant deferral / active EE | $20,308 | $5,225+288.7% | $4,443+357.0% | $6,713+202.5% |
| Admin fee / account holder | $2,132 | $6,605-67.7% | $5,382-60.4% | $11,407-81.3% |